Ryan Jacobs

Pace

Summary

Sales and customer service professional with track record of enhancing customer experiences and driving sales. Known for collaborative approach and delivering reliable results. Skilled in conflict resolution and effective communication, adapting swiftly to changing needs.

Overview

years of professional experience

Work History

CSR, Sales

Florida Insurance Agency

08.2020 - Current

Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
Processed insurance policy cancellations and renewals quickly to meet call time targets.
Educated customers on available discounts, promoting loyalty and policy retention through tailored recommendations.

Referral Coordinator

Andrew's Institute

08.2017 - 08.2020

Coordinated patient scheduling, check-in, check-out and payments for billing.
Checked patient insurance, demographic, and health history to keep information current.
Maintained strict confidentiality of patient information, adhering to HIPAA regulations and medical office policies.
Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
Provided compassionate customer service, creating a welcoming atmosphere for patients and their families.
Processed referral requests from patients, doctors and other health care professionals.

Secretary/Office Assistant

Wayne Minchew Painting Inc.

07.2012 - 08.2017

Maintained daily report documents, memos and invoices.
Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
Entered data into system and updated customer contacts with information to keep records current.
Maintained electronic filing systems and categorized documents.

Education

Diploma -

Escambia High School

Pensacola, FL

01.2005

Skills

Cross-selling and upselling
Data entry proficiency
Empathy and patience
Performance tracking

Goal-oriented mindset
Product sales
Microsoft Office Suite
Data entry

Timeline